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Retirement and Estate Planning in Surrey

When you have worked hard all your life and are planning to retire, you need to plan it properly so you can enjoy it without worries. This is where Schmidt Berg, Chartered Professional Accountants comes into the picture. If you have been planning your retirement for long, then you would have contributed to the Canada pension plan or your Canada RRSP retirement savings throughout your career. Our retirement planners will help you calculate how much you have saved and keep you up-to-date with any changes. Along with retirement planning, we also help you manage your estate planning in Surrey and throughout BC. Contact us today for more information.

Guidance for Your Retirement

Our retirement planning experts can help you understand:

Probate fees (sometimes called “inheritance tax”)

Your Canada pension plan

Estate tax

Trust account

Retirement savings (Canada RRSP)


Our retirement planning services include:

Canada pension plan advice

Retirement savings

Pension buyout tips

Estate planning and estate tax

Retirement planning

Inheritance tax and probate fees

Trust account

Tax-free savings (TFSA Canada)


Plan Your Retirement

Secure your future with retirement and estate planning. Discuss with our CPA.

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